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627 hedge funds and large institutions have $10.8B invested in Invesco in 2025 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 252 increasing their positions, 177 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,181% more call options, than puts

Call options by funds: $422M | Put options by funds: $32.9M

195% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 39

42% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 177

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $8.98B → $10.8B (+$1.83B)

11% more funds holding

Funds holding: 566627 (+61)

4.68% more ownership

Funds ownership: 87.8%92.48% (+4.7%)

Holders
627
Holders Change
+61
Holders Change %
+10.78%
% of All Funds
7.62%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
115
Increased
252
Reduced
177
Closed
39
Calls
$422M
Puts
$32.9M
Net Calls
+$389M
Net Calls Change
+$243M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
Savant Capital
Illinois
$900K +$54.9K +2,246 +7%
PAG
277
Private Advisor Group
New Jersey
$900K -$138K -5,668 -14%
Daiwa Securities Group
278
Daiwa Securities Group
Japan
$899K +$47.8K +1,957 +6%
Janney Montgomery Scott
279
Janney Montgomery Scott
Pennsylvania
$877K +$12.8K +522 +2%
ECA
280
Elevated Capital Advisors
Utah
$850K -$45.3K -1,853 -5%
QP
281
Quilter Plc
United Kingdom
$847K
FDCDDQ
282
Federation des caisses Desjardins du Quebec
Quebec, Canada
$812K +$83.8K +3,431 +12%
MSU
283
Mizuho Securities USA
New York
$792K -$1.76K -72 -0.2%
Public Employees Retirement Association of Colorado
284
Public Employees Retirement Association of Colorado
Colorado
$787K
CGH
285
Crossmark Global Holdings
Texas
$784K +$1.2K +49 +0.2%
EH
286
Equitable Holdings
New York
$779K -$12.2K -500 -2%
ABTD
287
Arvest Bank Trust Division
Oklahoma
$754K -$21.3K -873 -3%
KF
288
Krilogy Financial
Missouri
$752K +$85.4K +3,497 +15%
BA
289
Bridgewater Associates
Connecticut
$736K -$451K -18,452 -40%
WG
290
Winton Group
United Kingdom
$736K +$684K +28,000 New
AAM
291
Advisors Asset Management
Colorado
$732K -$15.1K -620 -2%
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$729K +$8.21K +336 +1%
NB
293
Norinchukin Bank
Japan
$729K +$36.3K +1,486 +6%
ASN
294
Advisory Services Network
Georgia
$703K +$145K +5,927 +28%
Sumitomo Mitsui Trust Group
295
Sumitomo Mitsui Trust Group
Japan
$685K +$133K +5,448 +26%
SYBT
296
Stock Yards Bank & Trust
Kentucky
$684K
FFA
297
Farther Finance Advisors
California
$678K +$58.4K +2,391 +10%
VVP
298
Venture Visionary Partners
Ohio
$670K -$1.42K -58 -0.2%
HIMCH
299
Hartford Investment Management Co (HIMCO)
Connecticut
$668K -$14.1K -577 -2%
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
$663K -$80.6M -3,300,789 -99%

IVZ Hedge Fund Activity: Q4 2025 in Review

627 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q4 2025, worth a combined $10.8B — up 20% from $8.98B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IVZ positions and 39 closed out — a net gain of 76 holders — while 252 added to existing stakes and 177 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $214M. The largest seller was Trian Fund Management, cutting an estimated $285M.

  • 627 institutional investors held Invesco (IVZ) as of Q4 2025, up from 566 in Q3 2025.
  • Funds reported $10.8B of Invesco stock for Q4 2025, up 20% quarter-over-quarter.
  • 115 funds opened new Invesco positions in Q4 2025 and 39 closed out, a net change of +76 holders.
  • The largest Invesco buyer in Q4 2025 was Invesco, an estimated $214M added.
  • The largest Invesco seller in Q4 2025 was Trian Fund Management, an estimated $285M sold.

Based on aggregated 13F filings for Q4 2025.